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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,692 | $149,446-20.6% | $256,809-53.8% | $94,015+26.2% |
| Participation rate | 68.0% | 85.3%-17.3pp | 88.5%-20.5pp | 70.8%-2.8pp |
| Annual return | 4.23% | 17.55%-13.3pp | 32.73%-28.5pp | 17.84%-13.6pp |
| Employer contribution / active EE | $1,504 | $4,596-67.3% | $7,263-79.3% | $2,790-46.1% |
| Participant deferral / active EE | $3,064 | $6,491-52.8% | $9,520-67.8% | $4,249-27.9% |
| Admin fee / account holder | $1,253 | $24,035-94.8% | $25,146-95.0% | $8,951-86.0% |